At Priebe Wealth, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client's individual financial plan in place.
Jason Priebe CFP® J.D.
Partner | Wealth Advisor
Jason works with you to understand your WHY and create a path to HOW, while understanding as life unfolds your goals may change. He and his team implement customized strategies as part of their proprietary process called, The DueNorth Formula.
Christina started in the financial planning industry in 2008. Her dedication to customer service is driven by her personal promise to do what is right for her clients. She gets the most satisfaction out of getting to know her clients and helping them pursue their financial goals, using a proprietary process called DueNorth Formula.
Wealth Advisor Associate
Mike’s focus is on creating financial plans for a large variety of client objectives. His goal is to streamline the client experience by assisting in meetings and helping clients integrate their various retirement, philanthropic and legacy goals into their comprehensive wealth plan.
Business Optimization Manager
Emily’s focus is on identifying strategic priorities and developing ways to maximize the efficiency and effectiveness of current firm-level processes. She will oversee implementation of new business processes where there is value for the firm, and for our clients.
Director of Operations Client Services
Haley is responsible for managing seamless client servicing, including preparing and processing paperwork & verifying all clients transactions are in order. She is in charge of streamlining processes while maintaining high level of client satisfaction.